FP&A Associate

About the role

Position Information Hiring Manager: Associate Director, Financial Planning & Analysis Department: Strategic Accounting & Finance Department Overview The Strategic Accounting & Finance ("SAF") Department is responsible for the financial reporting, forecasting and analytics of the Management Companies at Golub Capital. Its goal is to provide reliable and timely information enhancing the financial situational awareness of Firm leadership. The SAF Department liaises with and supports multiple departments to meet Golub Capital's overall financial needs. The SAF Department manages critical financial functions such as cash management, maintaining accounting records and reporting according to U.S. GAAP, firmwide compensation, budgeting and variance analysis, communicating financial performance to Firm leadership and interacting with Internal Accounting. Position Responsibilities The Associate, Financial Planning & Analysis ("FP&A") will help prepare a variety of financial reporting for the Management Company Accounting Team in the New York office. This role requires a professional, dependable and energetic individual with excellent attention to detail and the ability to handle several projects simultaneously to meet tight deadlines. Responsibilities include: Assisting with the preparation of forecasts and budgets along with reporting and tracking for the following key areas: Management Companies lines of business capital under management product P&L reports Providing department leaders with monthly spend vs. budget Utilizing Workday to forecast expenses based on cost center and business line Preparing management and external reports and deliverables Performing fluctuation analyses between forecast, prior period and actual results Assisting with monthly general ledger closes, including ownership of the expense allocation process Assisting with enhancing and improving existing reports and processes Completing special projects as directed by the CFO and other leaders within the SAF Team Candidate Requirements Qualifications & Experience: Bachelor's Degree in Accounting or Finance is required 2+ years of relevant accounting or FP&A experience Proficiency in Excel and PowerPoint is required Experience with Workday and OfficeConnect is a plus Meticulous attention to detail and accuracy Desire to analyze and manage large sets of data Technologically savvy with a base understanding of how accounting systems work High level of intellectual curiosity with a desire to develop and implement innovative solutions to complex business challenges Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards define key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people. Compliance: Ensures compliance with laws and regulations related to tax and accounting. Stays current on legislative and regulatory changes and implements practices to stay compliant. Financial Analysis: Leverages financial policies, accounting principles, technology and other financial analytics and metrics to ensure compliance and generate insights. Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications. Technical Communication and Documentation: Documents and communicates technical processes and procedures in

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